Licensed · Concord
Licensed & Insured Financial Advisors in Concord, NC
Every financial advisors listed here carries proper licensing and insurance in NC. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Concord, NC by verified customer ratings and review volume. The highest-rated is Branch Wealth Partners with a 5.0-star rating from 56 verified reviews. Also in the top tier: MB Wealth Advisors and Cadence Wealth Partners. The average rating across all listed financial advisors in Concord is 5 stars from 13 reviews per business on average.
Financial advisors in Concord typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Branch Wealth Partners
1036 Branchview Dr NE, Concord, NC 28025, USA
MB Wealth Advisors
8936 Northpointe Executive Park Dr Suites 240/260, Huntersville, NC 28078, USA
Cadence Wealth Partners
845 Church St N Suite 205, Concord, NC 28025, USA
Financial Advisors Rankings in Concord, NC
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Branch Wealth Partners1036 Branchview Dr NE, Concord, NC 28025, USA | 5.0★ | 56 |
| #2 | MB Wealth Advisors8936 Northpointe Executive Park Dr Suites 240/260, Huntersville, NC 28078, USA | 5.0★ | 39 |
| #3 | Cadence Wealth Partners845 Church St N Suite 205, Concord, NC 28025, USA | 5.0★ | 51 |
| #4 | Copperleaf Capital432 Copperfield Blvd NE #206, Concord, NC 28025, USA | 4.2★ | 5 |
| #5 | Family Wealth Partners Concord/Charlotte1028 Lee-Ann Dr NE, Concord, NC 28025, USA | — | — |
| #6 | Cornerstone Wealth Advisors16810 Kenton Dr #200, Huntersville, NC 28078, USA | 5.0★ | 7 |
| #7 | Focus Wealth Planning3630 Poplar Tent Rd Suite C, Concord, NC 28027, USA | 5.0★ | 14 |
| #8 | Edward Jones - Financial Advisor: Marshall Ward325 McGill Ave NW Suite 100, Concord, NC 28027, USA | 5.0★ | 10 |
| #9 | Wealth Management of the Carolinas, Inc1028 Lee-Ann Dr NE # 220, Concord, NC 28025, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Max Miller363 Church St N Suite 130, Concord, NC 28025, USA | 5.0★ | 6 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Concord
Copperleaf Capital
432 Copperfield Blvd NE #206, Concord, NC 28025, USA
Family Wealth Partners Concord/Charlotte
1028 Lee-Ann Dr NE, Concord, NC 28025, USA
Cornerstone Wealth Advisors
16810 Kenton Dr #200, Huntersville, NC 28078, USA
Focus Wealth Planning
3630 Poplar Tent Rd Suite C, Concord, NC 28027, USA
Edward Jones - Financial Advisor: Marshall Ward
325 McGill Ave NW Suite 100, Concord, NC 28027, USA
Wealth Management of the Carolinas, Inc
1028 Lee-Ann Dr NE # 220, Concord, NC 28025, USA
Edward Jones - Financial Advisor: Max Miller
363 Church St N Suite 130, Concord, NC 28025, USA
Edward Jones - Financial Advisor: Loretta L Gifford
970 Branchview Dr NE Ste 150, Concord, NC 28025, USA
Edward Jones - Financial Advisor: Anna M Williams
10070 Edison Square Dr NW Suite 103, Concord, NC 28027, USA
Edward Jones - Financial Advisor: Kit Borras, AAMS®
815 Davidson Dr NW, Concord, NC 28025, USA
Carolina Planning Consultants
323 Coddle Market Dr NW Suite 130, Concord, NC 28027, USA
King Financial Corporation
51 Means Ave SE, Concord, NC 28025, USA
Miller Financial, Inc.
400 Penny Ln NE, Concord, NC 28025, USA
Concord Private Wealth of Sullivan & Associates Wealth Management
9121 Anson Way Suite 200, Office 204, Raleigh, NC 27615, USA
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Frequently Asked Questions — Financial Advisors in Concord
What is a fiduciary financial advisor and why does it matter in Concord?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Concord, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Concord?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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